Private Wealth Manager

Company Description

Coastal Wealth Management specializes in developing financial plans and investment portfolios to help clients achieve their long-term financial goals. With over 25 years of experience at top financial institutions like Goldman Sachs and Morgan Stanley, we provide expert analysis of the economy and financial markets to adjust investments as needed. Our focus is on ensuring our clients feel secure about reaching their financial objectives.

Role Description

This is a full-time hybrid role for a Private Wealth Manager at Coastal Wealth Management in our New Jersey Offices with flexibility for remote work. The Private Wealth Manager will be responsible for attaining new business, analyzing financial goals, developing investment strategies, managing estates, and providing financial planning services. Additionally, the role involves overseeing investment management and staying abreast of financial trends. We offer payout rates as high as 80%.

Qualifications

• Series 65 or a combination of Series 7 & 66
• Active Book of business (assets under management)
• Financial Planning and Estate Planning skills
• Investment Management and Finance expertise
• Strong analytical and problem-solving abilities
• Excellent communication and interpersonal skills
• Ability to work independently and collaboratively
• Experience in wealth management or financial advisory
• Bachelor's degree from a 4 year college